Temperatures are cooling as the summer fog rolls in

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Temperatures are cooling as the summer fog rolls in Andrea Lati Order activity for semiconductor equipment continued to cool, falling by another three points in the fourth week of June Memory and SOC Consumer segments are driving much of the pullback with temperatures slipping into the 80-degree range These segments are encountering some headwinds due […]

Temperatures are cooling as the summer fog rolls in

Andrea Lati
Andrea Lati

  • Order activity for semiconductor equipment continued to cool, falling by another three points in the fourth week of June
  • Memory and SOC Consumer segments are driving much of the pullback with temperatures slipping into the 80-degree range
  • These segments are encountering some headwinds due to slower end-demand and rising levels of inventories
  • Memory manufacturers in particular have been building more inventories over the last few quarters in hopes of demand improvement and also to maintain pricing stability
  • While memory manufacturers are still holding firm to their orders, we could see some pushouts due to the rapid changes in market conditions
  • TechInsights’ Chip Price Performance Index sent more warning signals
    • DRAM tumbled
    • NAND plunged
    • MPUs flat
  • Planned additions are on the rise

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